A PEXA Conversation is a simple and secure way to communicate with other participants within a Workspace. You can start a conversation to guide other participants in the completion of your transaction or to ask for additional information or assistance.

Conversations Screen

PEXA Conversations functionality allows you to:

Create a new conversation

Create a new message in a conversation

Change a conversation priority

Invite other participants to join a conversation

Remove a conversation that has been initiated by your subscriber but has not been replied to

Creating a Conversation

Open your Workspace and select Conversations from the left navigation panel.

Select New Conversation.

In the To field select the Participant(s) you wish to add to the conversation. Note: You can only add participants who are assigned to the selected Workspace.

In the Subject field type the subject of the conversation e.g. Property visit.

In the Message field type your message.

Check the High importance box if the conversation is important.

Click Send.

Result: The new conversation appears in your Conversation List.

Responding to a Conversation from the dashboard

You can respond to a Conversation directly from the Unread Conversation dashboard.

Open your Workspace and click Unread Conversationsfrom the left navigation panel.

Below, please find the guidelines on responsible use of the conversational tool.

Responsible use of the Conversation Tool

PEXA provides the Conversation Tool for the benefit of all participants in the Workspace and PEXA encourages the appropriate use of the Conversation Tool.

Subscribers should take care to ensure that information entered via the Conversation Tool is only shared with appropriate participants in the Workspace.

PEXA Members are reminded that conversations in the Workspace form part of the permanent record of the electronic transaction. PEXA expects that Workspace participants conduct themselves professionally and with appropriate courtesy. Use of threatening, abusive, offensive or profane language is not appropriate. PEXA reserves the right to refer inappropriate or unprofessional use of the Conversation Tool or other conduct to the relevant members’ industry regulator.